Page 138 - DCAC Nov 2025 Files

Proactive engagement that drives measurable results

1 2 3

Deep understanding of Proactive and integrated Advice at the center

participant population outreach for RPA

• Data driven approach to client • Targeted approach to meet • Dual-registered RPAs best use is
goals and high need participants with participants the delivery of actionable advice

• RPA’s serve as experts on all • Campaigns drive high need • RPAs serve as one key element
aspects of the plan (e.g., action participants to RPAs for within the comprehensive
rate, plan economics, etc.) ongoing, white glove service advice offering

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.